Readerware Loan Client Import Wizard
The Readerware Loan Client can import borrower information from other databases and programs.
Readerware can import:
CSV or Comma Separated Value files -
These files contain the data for each database column
separated by a comma. The first line of the file is a mapping line which allows
you to map the data to Readerware database column names.
TAB Delimited Files -
These are similar
to CSV files except that the data is separated by the tab character.
Again the first line of the file is a mapping line which allows you to map
the data to Readerware database column names.
Mapping data for import into Readerware
A CSV or TAB delimited file is organized much like a spreadsheet. Each record
in the file is a row in the spreadsheet. Each record contains the data for
each column in that row.
Here is an example of a CSV file:
The problem is how does Readerware know what order the columns are in?
The mapping line is key to importing data into Readerware.
The first row of the file is the mapping line and it identifies which Readerware
database columns the data should be imported into.
This is a common technique used with CSV and TAB delimited files,
your file may already have a mapping line as the first line of the file.
or it may just contain the data.
You need to open the file using a text editor like Notepad or TextEdit.
Look at the first line. If there is a mapping line, you need to change the column names
to match the Readerware column names. If it is not there, you need to add the line.
If there are columns in the file you do not want to import into Readerware you can
use a column name of "Junk". Any column name that Readerware does not
recognize will be skipped.
Readerware Column Names
Use the following table to build the mapping line.
|Readerware Column Names
||Borrower first name
||Borrower last name
||Borrower status, Active, Inactive or Banned
||Address line 1
||Address line 2
||State, province, territory etc.
||Zip or postal code
These are the basic steps:
- Indicate the format of the file you are going to import
- Select the file
- Run the Readerware import
- Check the results
This is the first page of the Readerware import wizard. The first step
is to select which format the file you are importing is in. Your
choices are CSV, (Comma Separated Value) or TAB delimited.
See above for more information on the file formats.
By default Readerware adds all the borrowers in the imported file to the database. You can select to replace duplicate
borrowers rather than add them.
Readerware uses the Borrower ID field to detect duplicates. If the replace option is checked and the borrower ID already
exists in the database, the borrower record is replaced with the imported data.
You need to tell Readerware the name of the file you wish to import and
where it is located.
Click on the Browse button and select the file using the
standard file selection dialog.
For TAB delimited and CSV files you can also select the file encoding.
You are importing data from another program into Readerware. It is important that Readerware uses
the correct encoding when reading the file.
If there is a mismatch then data may not transfer correctly.
Automatic detection - In most cases Readerware can determine the encoding by examining the file. This is the default
selection and you should normally use this and only specify an explicit encoding if there is a problem.
In general you should use automatic detection. If Readerware is unable to determine the encoding used, you can select the
correct encoding from the list.
ANSI - This is your system encoding and is the default. It will work for databases that contain the system language.
Unicode (little endian) - Unicode is a double byte character set and can handle virtually any language
and any combination of languages. Little endian
is used on Intel systems.
Unicode (big endian) - Unicode is a double byte character set and can handle virtually any language
and any combination of languages. Big endian
is used on other systems like PPC.
UTF-8 - UTF-8 is a variable width encoding and can handle all characters in the Unicode character set. It has become
popular as you don't need to worry about endianness.
Next up is the verification page. This is your last chance to change
settings prior to running Readerware import. A quick summary of your
is listed. Click on Next> if you are ready to go. Click
if you want to change your choices.
Import Running Page
When you reach this page, your Readerware import is running.
You will see a progress bar that will update as Readerware imports the
data from the file.
When the import completes, click on the Next button
to proceed to the final page of this wizard.
Import Completed Page
This page displays the overall import statistics:
- Borrowers Processed - The number of
borrowers in the imported file
- Errors - The number of borrowers
that could not be imported.
When you are done, click the Finish
button to exit the import wizard.
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